50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams: Proactive scheduling calls to existing clients and prospects, where good communication skills are a must.
15-20% responsible for supporting designated sales teams with expense reports: Review and submit expense reports to Finance, where accuracy and timeliness are key.
5-10% other tasks: Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings.

Bachelor's Degree Preferred
2+ Years Preferred
SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining

Distribution Analyst

Key skills